Atlas Private Wealth Advisors’s Hartford Total Return Bond ETF HTRB Stock Holding History

Atlas Private Wealth Advisors’s Portfolio HTRB Stock Details HTRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,628	Closed	-$66K	–	389
2021 Q3	$66K	Hold	1,628	–	–	0.03%	213
2021 Q2	$67K	Buy	1,628 +1,108	+213%	+$45K	0.04%	204
2021 Q1	$21K	Buy	+520	New	+$21.3K	0.01%	367

Other funds holding HTRB

HFM

Hartford Funds Management Wayne, Pennsylvania $1.15B AUM 8.13% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $625M AUM 21.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Atlas Private Wealth Advisors's HTRB Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Hartford Total Return Bond ETF (HTRB) in Q4 2021, closing a stake of 1,628 shares — an estimated $66K sold.

Atlas Private Wealth Advisors first reported a position in HTRB in Q1 2021 and held it in 3 quarters. The position peaked at $67K in Q2 2021. 69 funds tracked by Wall St. Rank hold HTRB as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Hartford Total Return Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 1,628 Hartford Total Return Bond ETF shares in Q4 2021, an estimated $66K.
Atlas Private Wealth Advisors first reported a position in Hartford Total Return Bond ETF in Q1 2021 and held it in 3 quarters.
Atlas Private Wealth Advisors's Hartford Total Return Bond ETF position peaked at $67K in Q2 2021.
69 funds tracked by Wall St. Rank held Hartford Total Return Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.